Greenfield FTC’s iShares Russell 2000 ETF IWM Stock Holding History

Greenfield FTC’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-57,262	Closed	-$13.9M	–	4
2025 Q3	$13.9M	Hold	57,262	–	–	2.73%	3
2025 Q2	$12.4M	Hold	57,262	–	–	2.62%	3
2025 Q1	$11.4M	Hold	57,262	–	–	2.65%	3
2024 Q4	$12.7M	Hold	57,262	–	–	2.46%	3
2024 Q3	$12.6M	Hold	57,262	–	–	2.74%	3
2024 Q2	$11.6M	Hold	57,262	–	–	2.64%	3
2024 Q1	$12M	Buy	57,262 +446	+0.8%	+$89K	2.64%	3
2023 Q4	$11.4M	Hold	56,816	–	–	3.1%	3
2023 Q3	$10M	Hold	56,816	–	–	3.13%	3
2023 Q2	$10.6M	Buy	56,816 +152	+0.3%	+$27.1K	2.99%	2
2023 Q1	$10.1M	Buy	56,664 +202	+0.4%	+$37.2K	3.01%	3
2022 Q4	$9.84M	Buy	56,462 +553	+1%	+$98.3K	3.12%	3
2022 Q3	$9.22M	Hold	55,909	–	–	3.15%	3
2022 Q2	$9.47M	Buy	55,909 +269	+0.5%	+$49.6K	3.06%	3
2022 Q1	$11.4M	Hold	55,640	–	–	3.04%	3
2021 Q4	$12.4M	Buy	55,640 +342	+0.6%	+$77.3K	3.2%	3
2021 Q3	$12.1M	Sell	55,298 -1,006	-2%	-$223K	3.35%	3
2021 Q2	$12.9M	Buy	56,304 +86	+0.2%	+$19.3K	2.56%	3
2021 Q1	$12.4M	Buy	56,218 +268	+0.5%	+$58.5K	2.68%	3
2020 Q4	$11M	Buy	+55,950	New	+$9.79M	2.71%	4

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Greenfield FTC's IWM Position: Q4 2025 in Review

Greenfield FTC sold out of iShares Russell 2000 ETF (IWM) in Q4 2025, closing a stake of 57,262 shares — an estimated $13.9M sold.

Greenfield FTC first reported a position in IWM in Q4 2020 and held it in 20 quarters. The position peaked at $13.9M in Q3 2025. 2,590 funds tracked by Wall St. Rank hold IWM as of Q4 2025.

Greenfield FTC reported no remaining iShares Russell 2000 ETF position as of Q4 2025 after selling out during the quarter.
Greenfield FTC sold 57,262 iShares Russell 2000 ETF shares in Q4 2025, an estimated $13.9M.
Greenfield FTC first reported a position in iShares Russell 2000 ETF in Q4 2020 and held it in 20 quarters.
Greenfield FTC's iShares Russell 2000 ETF position peaked at $13.9M in Q3 2025.
2,590 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.

Based on Greenfield FTC's 13F filing for Q4 2025, filed 14 Jan 2026.